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Barrett & Company’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Barrett & Company’s Portfolio LIT Stock Details LIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-250
Closed -$13.8K – 629
2023
Q3 		$13.8K Hold
250
– – 0.01% 385
2023
Q2 		$16.3K Buy
+250
New +$15.6K 0.01% 374

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Mirae Asset Global Investments
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Barrett & Company's LIT Position: Q4 2023 in Review

Barrett & Company sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2023, closing a stake of 250 shares — an estimated $13.8K sold.

Barrett & Company first reported a position in LIT in Q2 2023 and held it in 2 quarters. The position peaked at $16.3K in Q2 2023. 376 funds tracked by Wall St. Rank hold LIT as of Q4 2023.

  • Barrett & Company reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2023 after selling out during the quarter.
  • Barrett & Company sold 250 Global X Lithium & Battery Tech ETF shares in Q4 2023, an estimated $13.8K.
  • Barrett & Company first reported a position in Global X Lithium & Battery Tech ETF in Q2 2023 and held it in 2 quarters.
  • Barrett & Company's Global X Lithium & Battery Tech ETF position peaked at $16.3K in Q2 2023.
  • 376 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2023.

Based on Barrett & Company's 13F filing for Q4 2023, filed 24 Jan 2024.